Institutional Manager · CIK 0001326234
Allen Investment Management LLC
New York, NY · File #028-11378
Latest AUM
$9.03B
Positions
220
Top-10 Concentration
54.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025220 pos · $9.03B
- 13F HOLDINGS REPORTQ/E Sep 2025202 pos · $9.00B
- 13F HOLDINGS REPORTQ/E Jun 2025199 pos · $9.17B
- 13F HOLDINGS REPORTQ/E Mar 2025199 pos · $8.57B
- 13F HOLDINGS REPORTQ/E Dec 2024199 pos · $8.66B
- 13F HOLDINGS REPORTQ/E Sep 2024215 pos · $8.42B
- 13F HOLDINGS REPORTQ/E Jun 2024215 pos · $8.23B
- 13F HOLDINGS REPORTQ/E Mar 2024207 pos · $7.97B
- 13F HOLDINGS REPORTQ/E Dec 2023218 pos · $6.83B
- 13F HOLDINGS REPORTQ/E Sep 2023215 pos · $6.79B
- 13F HOLDINGS REPORTQ/E Jun 2023213 pos · $5.96B
- 13F HOLDINGS REPORTQ/E Mar 2023212 pos · $6.22B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 2,754,340 | $635.8M | 7.79% |
| 2 | MICROSOFT CORP | MSFT | 1,218,503 | $589.3M | 7.22% |
| 3 | SCHWAB CHARLES CORP | SCHW-PJ | 5,584,229 | $557.9M | 6.84% |
| 4 | META PLATFORMS INC | META | 739,659 | $488.2M | 5.98% |
| 5 | VISA INC | V | 1,129,646 | $396.2M | 4.86% |
| 6 | UNITEDHEALTH GROUP INC | UNH | 1,151,090 | $380.0M | 4.66% |
| 7 | S&P GLOBAL INC | SPGI | 704,692 | $368.3M | 4.51% |
| 8 | MOODYS CORP | MCO | 719,920 | $367.8M | 4.51% |
| 9 | APOLLO GLOBAL MGMT INC | 03769M106 | 2,418,178 | $350.1M | 4.29% |
| 10 | ALPHABET INC | GOOG | 1,012,210 | $317.6M | 3.89% |
| 11 | GE VERNOVA INC | GEV | 399,521 | $261.1M | 3.20% |
| 12 | BOEING CO | BA-PA | 968,500 | $210.3M | 2.58% |
| 13 | VANGUARD INDEX FDS | 922908769 | 598,163 | $200.5M | 2.46% |
| 14 | SPDR GOLD TR | GLD | 479,794 | $190.1M | 2.33% |
| 15 | INVESCO QQQ TR | IVZ | 296,141 | $181.9M | 2.23% |
| 16 | ALPS ETF TR | 00162Q452 | 3,751,091 | $176.4M | 2.16% |
| 17 | VANGUARD INDEX FDS | 922908363 | 258,455 | $162.1M | 1.99% |
| 18 | NVIDIA CORPORATION | NVDA | 785,002 | $146.4M | 1.79% |
| 19 | SPDR S&P 500 ETF TR | SPY | 183,808 | $125.3M | 1.54% |
| 20 | BROADCOM INC | AVGO | 359,340 | $124.4M | 1.52% |